Associate Director, Office of Gift Planning (0463U), University Development and Alumni Relations #88

Associate Director, Office of Gift Planning

The Associate Director, Office of Gift Planning designs, develops, delivers, and administers fundraising programs. This position serves as a Gift Planning technical expert and solicits bequests and other planned gifts via multiple outreach and qualifying venues. The Associate Director, Office of Gift Planning acts as a gift planning technical expert to campus academic and program units while managing a prospect portfolio and closing a minimum of $3M in life income/outright gifts and/or $15M in bequest commitments annually.

Responsibilities include:

• Gift Planning Fundraising and Solicitation - 50%
• Gift Planning Program Management and Collaboration - 25%
• Strategic Gift Planning and Implementation - 20%
• Additional UDAR Operational or Philanthropic Duties as Assigned - 5%

Required Qualifications include:

• Minimum of 5 years of experience demonstrating expert knowledge of all aspects of gift planning fundraising, donor and public relations specifically including complex planned gifts ranging from bequests to charitable remainder trusts.
• Minimum of 5 years of experience applying knowledge involving all aspects and issues associated with a large complex organization.
• Expert knowledge of and/or ability to learn the location, including its vision, mission, goals, objectives, achievements and infrastructure.
• Minimum of 5 years of experience utilizing skills and expertise to meet or exceed stated fundraising goals and objectives while maintaining up-to-date records such as contact reports in the university's fundraising database as well as current communications/ proposals in OGP's internal files.
• Expert knowledge of applicable laws, rules, regulations, policies, etc.
• Expert written and interpersonal communication skills, including political acumen, to establish and maintain good working relationships throughout the organization and with outside constituencies.
• Expert skills in making persuasive and compelling presentations of goals and objectives for a location in order to secure gifts.
• Expert organizational, analytical and critical thinking skills, problem recognition/avoidance/resolution skills.
• Expert level skills in maintaining confidentiality.

Preferred Qualifications include:

• Experience in a large higher education institution.
• Education / Training Bachelor's degree (Required) 5+ years experience in a large higher education institution as a gift planning officer (Preferred) J.D., M.B.A. or Certified Specialist in Planned Giving, Chartered Advisor in Philanthropy, or paralegal studies degree, Member, State Bar of California (Preferred)

Salary & Benefits: The budgeted annual range that the University reasonably expects to pay for this position is $170,000.00 - $180,000.00. This is an exempt, monthly-paid position. This is a full-time (40 hours/week) Career position eligible for UC benefits.

How to Apply: To apply, please submit your resume and cover letter.

Other Information: This position is eligible for up to 4 days/week remote work (West Coast candidates considered, with preference given to Northern California/Bay Area applicants), with exact arrangements determined in partnership with your supervisor to meet role responsibilities and department needs and are subject to change. This is not a visa opportunity. This position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee. Conviction History Background: This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.